SGL FINANCIAL, LLC

1130 W Lake Cook Road
Suite 150
Buffalo Grove, Illinois 60089
Tel: 888-245-2388

About SGL FINANCIAL, LLC

SGL FINANCIAL, LLC, formally registered with the SEC as SGL FINANCIAL, LLC. The firm was established in 05/29/2015. They have over 6 offices throughout the country.

SGL FINANCIAL, LLC is a Buffalo Grove, Illinois based Financial Planning firm with nearly $214,042,234 assets under management, offering retirement planning & investment advisory services to 1524 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158023
SEC#	801-96223
Assets Managed by Firm	$214,042,234
No. of Clients	1524
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1524	$214,042,234
Individuals (other than high net worth individuals)	305	$125,541,968
High net worth individuals	203	$87,240,998
Pension and profit sharing plans	1	$1,259,268

More Retirement Planning firms in Buffalo Grove, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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